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Toni Marie Wander

Pearl Planning

Dexter, MI

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Current Employers
Pearl Planning

8031 Main Street, Suite 201, Dexter, MI 48130 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-07-16
  • MI RA
    APPROVED
    Since 2025-07-16

Branch Locations

8031 Main Street, Suite 201, Dexter, MI 48130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Old National Bank Ann Arbor MI 02/2014 02/2019
Legacy Wealth Planning Ann Arbor MI 02/2019 01/2023
Stephens Consulting, Llc Flint MI 01/2023 Present
Pearl Planning Dexter MI 07/2025 Present
  • 02/2014 → 02/2019
    Old National Bank
    Ann Arbor, MI
  • 02/2019 → 01/2023
    Legacy Wealth Planning
    Ann Arbor, MI
  • 01/2023 → Present
    Stephens Consulting, Llc
    Flint, MI
  • 07/2025 → Present
    Pearl Planning
    Dexter, MI
Previous Registrations
Designations
Other Names
  • Toni Byrne
  • Tonia Marie Wander

View on SEC IAPD

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Other Offices

EDWARD JONES · DEXTER, MI
PNC WEALTH MANAGEMENT LLC · DEXTER, MI
XLM CAPITAL MANAGEMENT · DEXTER, MI
THRIVENT INVESTMENT MANAGEMENT INC. · Dexter, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Dexter, MI
EDWARD JONES · DEXTER, MI
SPC · Ann Arbor, MI
MML INVESTORS SERVICES, LLC · Ann Arbor, MI

More in Dexter, MI

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